QTR Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 309906
- Website
- qtrcapital.com
- Custodians
- TRADIER BROKERAGE, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.78%
- Individuals22.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Qtr Capital Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes individuals and families, employing a fee structure based on a percentage of assets under management as well as fixed fees. While the firm does not actively engage in ESG investing or serve as a capital allocator, it is dedicated to managing client portfolios with a clear focus on individual needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Owners & executives
1 of 1
Brad Reinard
CEO and Chief Investment OfficerCRD 7072468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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